Forefront Wealth Partners
Latest statistics and disclosures from Forefront Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYM, AGG, IVV, FNDF, LVHI, and represent 32.68% of Forefront Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: AGG, USFR, SPYM, XLK, LVHI, DTCR, ORCL, SPEM, IVE, NOW.
- Started 19 new stock positions in IWC, GOOGL, DFAC, BMY, CRWV, IUSG, ACIO, QUAL, VMBS, PLTR. JPM, DT, INVZ, RTX, ROK, SPSB, DTCR, WMT, EVGO.
- Reduced shares in these 10 stocks: BNDX (-$16M), EMB (-$14M), , MTUM (-$9.7M), VNQI (-$9.4M), , , , , EDV (-$7.4M).
- Sold out of its positions in ABT, ABBV, AVAV, AME, ANNX, APP, DJP, BRK.B, BX, CVX.
- Forefront Wealth Partners was a net seller of stock by $-188M.
- Forefront Wealth Partners has $211M in assets under management (AUM), dropping by -46.83%.
- Central Index Key (CIK): 0002068112
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Portfolio Holdings for Forefront Wealth Partners
Forefront Wealth Partners holds 139 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (SPYM) | 13.5 | $29M | +4% | 357k | 80.22 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 9.6 | $20M | +8% | 203k | 99.88 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.7 | $7.7M | -18% | 11k | 684.94 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 3.0 | $6.4M | +2% | 142k | 45.21 |
|
| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 2.9 | $6.1M | +19% | 165k | 36.82 |
|
| Microsoft Corporation (MSFT) | 2.3 | $4.8M | +2% | 9.9k | 483.60 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 2.2 | $4.6M | +4% | 142k | 32.62 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 2.1 | $4.4M | +8% | 47k | 92.51 |
|
| NVIDIA Corporation (NVDA) | 2.1 | $4.3M | -6% | 23k | 186.51 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 2.0 | $4.2M | +6% | 41k | 102.54 |
|
| Amazon (AMZN) | 1.9 | $4.0M | +9% | 17k | 230.82 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 1.6 | $3.3M | +19% | 16k | 212.08 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.5 | $3.1M | +16% | 34k | 89.46 |
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 1.4 | $2.9M | 76k | 38.32 |
|
|
| Ishares Tr Core Univrsl Usd (IUSB) | 1.4 | $2.9M | 62k | 46.54 |
|
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 1.3 | $2.8M | +9% | 40k | 71.45 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 1.3 | $2.8M | -4% | 41k | 69.47 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 1.3 | $2.7M | +24% | 60k | 44.41 |
|
| Apple (AAPL) | 1.3 | $2.7M | -5% | 9.8k | 271.88 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.2 | $2.5M | +4% | 38k | 66.00 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 1.2 | $2.5M | +28% | 53k | 46.81 |
|
| Broadcom (AVGO) | 1.1 | $2.2M | -2% | 6.5k | 346.14 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 1.0 | $2.2M | +108% | 15k | 143.97 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 1.0 | $2.2M | +172% | 43k | 50.32 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $2.1M | -17% | 6.7k | 313.80 |
|
| Spdr Series Trust State Street Spd (SPSM) | 0.9 | $1.9M | 42k | 46.86 |
|
|
| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.9 | $1.9M | +24% | 34k | 55.58 |
|
| Nushares Etf Tr Nuveen Dividend (NDVG) | 0.9 | $1.8M | -4% | 52k | 35.46 |
|
| Ishares Tr Rus Top 200 Etf (IWL) | 0.9 | $1.8M | +11% | 11k | 170.63 |
|
| Etf Ser Solutions Lha Mkt St Tactl (MSTB) | 0.9 | $1.8M | +27% | 46k | 39.92 |
|
| Spdr Series Trust State Street Spd (SPMB) | 0.9 | $1.8M | +37% | 81k | 22.41 |
|
| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 0.8 | $1.7M | 11k | 153.03 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.8 | $1.6M | -7% | 60k | 27.43 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $1.6M | +6% | 2.6k | 627.13 |
|
| Advanced Micro Devices (AMD) | 0.8 | $1.6M | +14% | 7.6k | 214.16 |
|
| Meta Platforms Cl A (META) | 0.8 | $1.6M | +8% | 2.5k | 660.10 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $1.6M | 3.3k | 473.39 |
|
|
| Micron Technology (MU) | 0.7 | $1.5M | 5.1k | 285.45 |
|
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.7 | $1.4M | +37% | 25k | 56.69 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $1.4M | 4.7k | 290.18 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.3M | +24% | 3.9k | 335.29 |
|
| First Tr Exchange-traded Indxx Nextg Etf (NXTG) | 0.6 | $1.3M | +8% | 12k | 107.77 |
|
| Pacer Fds Tr Us Small Cap Cas (CALF) | 0.6 | $1.3M | +24% | 29k | 44.37 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.6 | $1.3M | 3.6k | 360.08 |
|
|
| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.6 | $1.3M | +19% | 6.1k | 206.52 |
|
| Tesla Motors (TSLA) | 0.6 | $1.2M | -29% | 2.7k | 449.72 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.5 | $1.1M | -2% | 24k | 45.45 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.5 | $1.1M | +45% | 11k | 96.27 |
|
| Ishares Tr National Mun Etf (MUB) | 0.5 | $1.0M | 9.8k | 107.11 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $1.0M | +14% | 8.7k | 120.19 |
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| Ge Aerospace Com New (GE) | 0.5 | $1.0M | +5% | 3.3k | 308.06 |
|
| Oracle Corporation (ORCL) | 0.5 | $973k | +135% | 5.0k | 194.93 |
|
| Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) | 0.4 | $938k | +45% | 17k | 56.26 |
|
| S&p Global (SPGI) | 0.4 | $934k | 1.8k | 522.59 |
|
|
| Marvell Technology (MRVL) | 0.4 | $919k | 11k | 84.98 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $889k | -8% | 831.00 | 1069.86 |
|
| Ishares Core Msci Emkt (IEMG) | 0.4 | $856k | +57% | 13k | 67.22 |
|
| Astera Labs (ALAB) | 0.4 | $821k | +4% | 4.9k | 166.36 |
|
| Pacer Fds Tr Trendpilot Us Bd (PTBD) | 0.4 | $814k | +31% | 42k | 19.40 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.4 | $802k | +3% | 4.9k | 162.01 |
|
| salesforce (CRM) | 0.4 | $795k | 3.0k | 264.97 |
|
|
| Eli Lilly & Co. (LLY) | 0.4 | $786k | 731.00 | 1075.72 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $784k | -89% | 13k | 62.47 |
|
| Uber Technologies (UBER) | 0.4 | $749k | -7% | 9.2k | 81.71 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $744k | 1.3k | 570.78 |
|
|
| Visa Com Cl A (V) | 0.3 | $699k | 2.0k | 350.84 |
|
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.3 | $685k | -5% | 4.4k | 154.80 |
|
| Global X Fds Data Ctr & Digit (DTCR) | 0.3 | $680k | NEW | 32k | 21.10 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.3 | $672k | +51% | 12k | 56.96 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $663k | -17% | 1.1k | 579.59 |
|
| First Tr Exchange-traded Vest Investment (LQTI) | 0.3 | $662k | 33k | 20.12 |
|
|
| First Tr Exchange-traded Ft Vest Ris (RDVI) | 0.3 | $658k | 25k | 26.24 |
|
|
| Servicenow (NOW) | 0.3 | $652k | +409% | 4.3k | 153.19 |
|
| Ge Vernova (GEV) | 0.3 | $652k | 997.00 | 653.64 |
|
|
| Truist Financial Corp equities (TFC) | 0.3 | $635k | +2% | 13k | 49.21 |
|
| Franklin Templeton Digital H Bitcoin Etf Shs (EZBC) | 0.3 | $632k | +47% | 13k | 50.60 |
|
| Palo Alto Networks (PANW) | 0.3 | $615k | 3.3k | 184.20 |
|
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| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.3 | $609k | 12k | 49.15 |
|
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| MercadoLibre (MELI) | 0.3 | $598k | 297.00 | 2014.26 |
|
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| Arista Networks Com Shs (ANET) | 0.3 | $595k | +2% | 4.5k | 131.03 |
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| Freeport-mcmoran CL B (FCX) | 0.3 | $592k | +3% | 12k | 50.79 |
|
| Cadence Design Systems (CDNS) | 0.3 | $583k | 1.9k | 312.58 |
|
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| Spdr Series Trust State Street Spd (SPYG) | 0.3 | $576k | +107% | 5.4k | 106.70 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $526k | +2% | 8.2k | 64.31 |
|
| Bank of America Corporation (BAC) | 0.2 | $523k | 9.5k | 55.00 |
|
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $486k | +64% | 6.3k | 77.53 |
|
| Nextera Energy (NEE) | 0.2 | $477k | 5.9k | 80.28 |
|
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| Spdr Series Trust State Street Spd (SHM) | 0.2 | $475k | +10% | 9.9k | 47.99 |
|
| Eaton Corp SHS (ETN) | 0.2 | $474k | +2% | 1.5k | 318.41 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $464k | +2% | 819.00 | 566.36 |
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| Kkr & Co (KKR) | 0.2 | $453k | +3% | 3.6k | 127.50 |
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| Spdr Series Trust State Street Spd (SPSB) | 0.2 | $452k | NEW | 15k | 30.20 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $445k | NEW | 2.2k | 198.62 |
|
| Mongodb Cl A (MDB) | 0.2 | $421k | 1.0k | 419.69 |
|
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| Ishares Tr U.s. Finls Etf (IYF) | 0.2 | $413k | -53% | 3.2k | 128.93 |
|
| Ishares Tr Micro-cap Etf (IWC) | 0.2 | $411k | NEW | 2.6k | 157.70 |
|
| Vaneck Etf Trust Digi Transfrm (DAPP) | 0.2 | $400k | +15% | 24k | 16.53 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $381k | -97% | 4.0k | 96.28 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.2 | $379k | -17% | 2.9k | 129.16 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.2 | $377k | +66% | 6.3k | 60.17 |
|
| UnitedHealth (UNH) | 0.2 | $376k | -50% | 1.1k | 330.21 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $368k | +23% | 4.7k | 78.81 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $366k | -92% | 6.8k | 53.76 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $358k | +6% | 902.00 | 396.31 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $348k | -17% | 2.2k | 160.97 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $342k | -52% | 6.9k | 49.65 |
|
| Boeing Company (BA) | 0.2 | $327k | 1.5k | 217.12 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $324k | NEW | 1.8k | 177.75 |
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| Ishares Tr Blockchain & Tec (IBLC) | 0.2 | $322k | +3% | 7.9k | 40.91 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $307k | 654.00 | 468.76 |
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| The Trade Desk Com Cl A (TTD) | 0.1 | $296k | -14% | 7.8k | 37.96 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $292k | -98% | 6.1k | 48.32 |
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| Datadog Cl A Com (DDOG) | 0.1 | $288k | +4% | 2.1k | 135.99 |
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| Snowflake Com Shs (SNOW) | 0.1 | $284k | +9% | 1.3k | 219.36 |
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| Deere & Company (DE) | 0.1 | $275k | +4% | 591.00 | 465.68 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $275k | NEW | 1.6k | 167.94 |
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| Spdr Series Trust State Street Spd (XME) | 0.1 | $268k | +3% | 2.6k | 103.63 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $266k | -45% | 876.00 | 303.89 |
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| Spdr Index Shs Fds S&p Emktsc Etf (EWX) | 0.1 | $264k | -43% | 4.0k | 65.66 |
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| Corning Incorporated (GLW) | 0.1 | $258k | -2% | 2.9k | 87.57 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $257k | NEW | 6.5k | 39.59 |
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| Anthem (ELV) | 0.1 | $252k | -5% | 718.00 | 350.74 |
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| Bank Ozk (OZK) | 0.1 | $236k | 5.1k | 46.02 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $234k | +10% | 409.00 | 570.83 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $230k | NEW | 1.3k | 183.48 |
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| McDonald's Corporation (MCD) | 0.1 | $227k | 743.00 | 305.63 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $226k | NEW | 721.00 | 313.01 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $224k | NEW | 696.00 | 322.22 |
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| Bristol Myers Squibb (BMY) | 0.1 | $224k | NEW | 4.2k | 53.94 |
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| Coreweave Com Cl A (CRWV) | 0.1 | $220k | NEW | 3.1k | 71.61 |
|
| Etf Ser Solutions Aptus Collrd Inv (ACIO) | 0.1 | $216k | NEW | 4.9k | 43.70 |
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| Rockwell Automation (ROK) | 0.1 | $214k | NEW | 550.00 | 389.07 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $212k | +5% | 2.2k | 95.35 |
|
| Wal-Mart Stores (WMT) | 0.1 | $211k | NEW | 1.9k | 111.47 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $210k | NEW | 4.5k | 47.08 |
|
| Dynatrace Com New (DT) | 0.1 | $203k | NEW | 4.7k | 43.34 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $203k | -87% | 330.00 | 614.37 |
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| Evgo Cl A Com (EVGO) | 0.0 | $38k | NEW | 13k | 2.91 |
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| Innoviz Technologies SHS (INVZ) | 0.0 | $29k | NEW | 34k | 0.85 |
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Past Filings by Forefront Wealth Partners
SEC 13F filings are viewable for Forefront Wealth Partners going back to 2025
- Forefront Wealth Partners 2025 Q4 filed Feb. 6, 2026
- Forefront Wealth Partners 2025 Q3 filed Oct. 20, 2025
- Forefront Wealth Partners 2025 Q2 filed Aug. 20, 2025